Paraplanner

Posted 3 June by Taylor James Professional Recruitment
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Our client, a prestigious firm of financial planners in Manchester city centre are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.

Working from home or out of prestigious offices (home working available), you will be an integral part of the firm’s technical function.

Working closely with the advisers, duties and responsibilities will include:

  • Writing and tailoring high quality suitability letters based on consultation with the Adviser
  • Attending client meetings (when required)
  • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
  • To complete compliant suitability reports

The Person:

  • Level 4 Diploma (desirable)
  • Experienced in dealing with High Net Worth clients (desirable)
  • Reliable and diligent
  • Excellent working knowledge surrounding the key areas of Financial Planning
  • Strong commercial and technical knowledge
  • Personable and professional

In return this opportunity offers a basic salary of between £32,000 & £44,000, home working, full study support, bonuses and benefits package.

Required skills

  • Financial Advice
  • Financial Planning
  • Investments
  • DipFA
  • suitability reports

Reference: 51686554

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